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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,082 | $82,678-22.5% | $125,391-48.9% | $68,490-6.4% |
| Participation rate | 64.0% | 75.1%-11.1pp | 82.4%-18.4pp | 67.9%-3.9pp |
| Annual return | -19.87% | -5.97%-13.9pp | 572.41%-592.3pp | -7.85%-12.0pp |
| Employer contribution / active EE | $3,312 | $3,382-2.1% | $4,816-31.2% | $2,597+27.6% |
| Participant deferral / active EE | $6,323 | $6,111+3.5% | $7,448-15.1% | $4,028+57.0% |
| Admin fee / account holder | $908 | $6,277-85.5% | $10,009-90.9% | $5,403-83.2% |